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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (42111)	4/23/2001 2:15:36 PM
From: EnricoPalazzo	Respond to of 54805

MSFT & INTC worked hand in hand in the 1990s to co-produce the PC platform. My hope is that Rambus would have the inside edge going forward, for future generations, by insuring that they design memory that can be tightly integrated into future motherboard/CPU/chipset platforms, per Intel's wishes. I basically agree. This should be (and I imagine will be) a major priority of management. In terms of animal metaphors, I view RMBS's relationship w/ INTC as symbiotic, but where INTC is defintely the stronger partner (similar to INTC & MSFT, although MSFT's strength vis a vis INTC is much less than INTC's vis a vis RMBS). I suppose if INTC can be a Gorilla in MSFT's Gorilladom, RMBS can be a minor Gorilla in INTC's Gorilladom--an attendant lord, fit to start a scene or two. But then $2 billion for an attendant lord w/ potential cash flow of $1 billion+ once P4 takes off ain't a bad price. In fact, I think that you, I & Tinker basically agree about RMBS in general. I just wanted to highlight what I think are the limitations of RMBS' power.